Presentation will be sent to you at conclusion. .
• WEST VIRGINIA DISTRICT OFFICE Melissa Loder, MPA
Business Opportunity Specialist
November 2014
HUBZone Certification Audio: 888-858-2144 ACCESS: 8176101#
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Today’s Presentation
www.sba.gov/wv www.wvscore.org
• Gets You Started so you can decide – yes or no • Gives future reference materials - slides specifics of HUBZone
designation areas • Provide you with OPTIONS for HELP
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Benefits of HUBZone Certification
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• Encourages economic development in historically
underutilized business zones (HUBZONE)
• 3% of all dollars for federal prime contracts must go to HUBZone Certified Small Businesses
• 10% price evaluation preference in full and open contract competitions
• Eligibility for HUBZone set aside and sole source contracts
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Price Evaluation Preference (PEP)
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Specifics: •Shall only be applied in full and open competitive procurements •PEP can not be used: –where price is not a contract evaluation factor –for acquisitions where “all fair and reasonable offers are accepted”
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Requirements (1)
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• The business must be small by SBA standards according
to the firm's North American Industry Code System (NAICS code).
• It must maintain a principal office in a HUBZone.
The firm’s principal office is where the greatest number of employees work (unless the firm is in services or construction).
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Requirements (2)
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• At least 35%, rounded up, of all of its employees must reside in a HUBZone.
• It must be owned and controlled at least 51% by U.S. citizens, or a Community Development Corporation, an agricultural cooperative, or an Indian tribe
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Application Process - Before You Start (1)
• DUN & BRADSTREET: Each headquarters and branch office
must be registered so that it will have its own D&B ID number known as a Data Universal Numbering System (DUNS). • https://iupdate.dnb.com/iUpdate/mainlaunchpage.htm
• System for Award Management (SAM): the firm’s
Employer’s Identification Number/Tax Identification Number (EIN/TIN) must be registered. www.sam.gov
www.sba.gov/wv www.wvscore.org
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http://fedgov.dnb.com/webformhttp://fedgov.dnb.com/webformhttp://fedgov.dnb.com/webformhttps://iupdate.dnb.com/iUpdate/mainlaunchpage.htmhttps://www.sam.gov/portal/public/SAM/https://www.sam.gov/portal/public/SAM/http://www.sam.gov/http://www.sba.gov/wvhttp://www.wvscore.org/
Application Process – Before You Start (2)
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• Dynamic Small Business Search (DSBS), aka, SBA’s
supplemental page: DSBS profiles will reflect each firm’s certification status. • TAKES 24 HOURS
• General Login System (GLS): Once you have registered,
then you must add the concern’s DUNS and EIN number(s) and obtain access to the HUBZone application module. • https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12
http://www.sba.gov/wvhttp://www.wvscore.org/https://eweb.sba.gov/https://eweb.sba.gov/https://eweb.sba.gov/https://eweb.sba.gov/https://eweb.sba.gov/https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12https://eweb.sba.gov/gls/help/sbabusinesspartnersgls-1.pdf#page=12
Supporting Document Request + Checklist
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• Based on Ownership Structure – Corp/Sole Proprietor/Partnership/LLC
• Examples of other docs needed:
• Deed, Utility Bill, Location List • Official Payroll • Valid Drivers License for each employee • Employee List • Birth Certificate • http://www.sba.gov/sites/default/files/files/HUBZone_Document_Checklist.pdf
http://www.sba.gov/wvhttp://www.wvscore.org/http://www.sba.gov/sites/default/files/files/HUBZone_Document_Checklist.pdfhttp://www.sba.gov/sites/default/files/files/HUBZone_Document_Checklist.pdfhttp://www.sba.gov/sites/default/files/files/HUBZone_Document_Checklist.pdf
What is a HUBZone Designation?
• Geographical location designated by the SBA as an
area that is and has been historically underutilized by businesses
www.sba.gov/wv www.wvscore.org
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Determining HUBZone Designations – SBA’s Role
• SBA uses information obtained from several agencies
• The way SBA uses this data to indicate HUBZones is determined by law
• SBA does not have the authority to decide that a particular area should be a HUBZone or not
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www.sba.gov/wv www.wvscore.org
http://www.sba.gov/sites/default/files/Small Business Act_0.pdfhttp://www.sba.gov/wvhttp://www.wvscore.org/
How Do You Find HUBZone Designated Areas?
Review it… Find out if you are in a HUBZone at www.sba.gov/content/hubzone-maps.
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www.sba.gov/wv www.wvscore.org
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How Often do HUBZones Change?
HubZone Type Subtype Data Update Frequency Source Data Agency Qualified Census Tract
- Every 5 years Department of Housing and Urban Development
Qualified Nonmetropolitan County
Qualified by unemployment Annually (May) Bureau of Labor Statistics
Qualified by income Annually (Jan.) Census Bureau
Qualified DDA Annually (Nov.) Department of Housing and Urban Development
Qualified Indian Land - As necessary Bureau of Indian Affairs Qualified Base Closure Area
- As necessary Department of Defense
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HUBZone Resources - Assistance
• CALL: Tue and Thu from 2-3pm ET via toll free number: 1-888-858-2144
access code 1875223##. • 15 MINUTES: Request phone appointment with a member of the
HUBZone team. Use HUBZone Analyst Appointment Form at http://www.sba.gov/hubzone/
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• CLARIFICATION: Email the individual who sent you that request or [email protected]. On the subject line write the nature of your inquiry; for example: "general question," "mapping question," or "application status request".
http://www.sba.gov/hubzone/http://www.sba.gov/hubzone/http://www.sba.gov/http://www.wvscore.org/mailto:[email protected]
SBA/HUBZone Website – Resources and Tools
sba/hubzone
Review it…
www.sba.gov/wv www.wvscore.org
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Contact Us… • Thank you for taking the time to learn about HUBZone designations
• Please contact us with any questions you may have
HUBZone Help Desk
U.S. Small Business Administration
www.sba.gov www.wvscore.org
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mailto:[email protected]://www.sba.gov/http://www.sba.gov/
More Info on HUBZone Designation
Apendix - Slides 17-24
Review it…
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Types of HUBZone Designations
• There are four types of HUBZone designations:
Qualified Census Tract
Qualified Nonmetropolitan County
Qualified Indian Reservation
Qualified Base Closure Area
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Qualified Census Tract (QCT)
• A census tract is a statistical subdivision of counties that may include just a
few neighborhoods in a city or, in rural areas, may include several towns
• HUD designates Qualified Census Tracts (QCTs)for purposes of the Low-Income Housing Tax Credit (LIHTC) program
• To qualify -- census tract must either:
demonstrate a poverty rate of at least 25 percent; or
50 percent or more of its householders must have incomes below 60 percent of the area median household income*
NOTE: LIHTC statute imposes limits on the number of census tracts an area can have --- it is possible for a
tract to meet one or both of the above criteria, but not be designated as a QCT
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http://portal.hud.gov/hudportal/HUD?src=/program_offices/comm_planning/affordablehousing/training/web/lihtc/basicshttp://portal.hud.gov/hudportal/HUD?src=/program_offices/comm_planning/affordablehousing/training/web/lihtc/basicshttp://portal.hud.gov/hudportal/HUD?src=/program_offices/comm_planning/affordablehousing/training/web/lihtc/basicshttp://portal.hud.gov/hudportal/HUD?src=/program_offices/comm_planning/affordablehousing/training/web/lihtc/basicshttp://www.sba.gov/wvhttp://www.wvscore.org/
Qualified Nonmetropolitan County (QNMC)
• Counties that are part of a metropolitan area are not eligible for HUBZone
status
• In order for a nonmetropolitan county to qualify:
median household income in the county must be less than 80% of the nonmetropolitan state median household income, or
the unemployment rate in the county must be at least 140% of either the national or state unemployment rate, or
the county is classified as a Difficult Development Area (DDA), as designated by HUD within Alaska, Hawaii, or any territory or possession of the United States - outside the 48 contiguous states
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Qualified Indian Reservation
• Qualified Indian Lands are areas within the boundaries of Indian
reservations
• Trust lands acquired by an Indian tribe after December 21, 2000, are NOT HUBZones unless they:
are part of a former reservation, or
are contiguous to areas that were trust lands as of December 21, 2000
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Qualified Base Closure (QBC)
• Base closure area is defined as the lands within the boundaries of a
military installation that was closed
• Such an area can be designated as a HUBZone for a period of 5 years, beginning on the official date of base closure and ending the same date, five years later
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Redesignated Area
• Tracts or counties are redesignated for three years after the date which
the tract or county ceases to be qualified due to changes in income, unemployment, or poverty data
• When a tract or county is redesignated, its status in the HUBZone maps reflects the sunset date of the redesignation
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Redesignated Area -- Example
In this example, Catron County, New Mexico is redesignated until October 2015, which means it ceased to be qualified in 2012 As such, on or after October 1, 2015 all certified HUBZone small businesses whose principal office is located in Catron County, NM will be proposed for decertification
www.sba.gov
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